## Subscriptions

[**Start a free 14-day trial**](https://dashboard.assembly.com/signup) to create custom subscriptions for your business today.

#### Using the Subscriptions page 
On the _Billing > Subscriptions_ page, you can see all subscriptions you have, their status, and any other associated information. You can create a new subscription by clicking on _New_. You can export invoices by clicking on Export.

Note that since subscriptions create invoices, you can see invoices that were created by a subscription on the invoices page.

#### Subscription templates
When you click on the dropdown next to _+Create subscription,_ you’ll see an area for existing **subscription templates** and an option to create new ones. Subscription templates are great if you find yourself creating subscriptions with the same information over and over.

#### Subscription statuses
| Status       | Meaning                                     |
|-------------|---------------------------------------------|
| Active      | The subscription is active.                |
| Canceled    | The subscription was canceled.              |
| Past due    | The most recent invoice is past due.       |

#### Creating a new subscription
Follow these steps to create a subscription. At any time, toggle the _Preview_ button to see how this subscription will show to clients. You can preview the email notification, checkout page, and invoice PDF.

01. Navigate to _Billing_ > _Subscriptions_ on the navbar and click on + _New subscription_.

02. Select an individual client or company. If you select a company, any client associated with the company can view and pay the invoice.

1. **NOTE:** When selecting a client, clients associated with companies will display the company name below the client name. Clients with multiple companies will appear once for each company. Select the clients based on which company should receive the subscription.

03. Optionally select an address for the client or company. If an address has not been added yet, you can create one from the Company Details or Client Details page.

04. Add one or more line items, each with a price and quantity.

05. Set the billing period, start date, and end date.

06. Optionally add taxes.

07. Specify if you want to auto-charge or notify the client to pay manually.

1. If you select _Automatically Charge Payment Method,_ an invoice will attempt to be auto-charged each billing period.

1. You can add a payment method when creating the subscription, or select the payment method that is on file for the client.

2. If there is no existing payment method, the client will be prompted to add a payment method for their first invoice. In this case, the first subscription payment will need to be paid manually by the client.

3. Automatic charges can be applied to both credit card and ACH payments.
    2. If you select _Notify Client to Pay Manually_, the client will receive an email notification that notifies them about each invoice. If you select this option, you also have to set a due date.

08. Optionally add a memo.

09. Optionally add attachments.

10. In the _Advanced settings_ section, you can:

1. Specify if you want to allow credit card payments and/or ACH payments.

2. Specify if you or your client pays for payment processing fees.

#### Adding a Service to a Subscription
1. Navigate to _Billing_ \> _Subscriptions_ on the navbar and click on _\+ Create subscription._

2. Select an individual client or company. If you select a company, any client associated with the company can view and pay the invoice.

3. Add one or more line items.

4. In the Description input field, it will say _Find or create a service_.

1. To add a service that already exists, please follow these steps:

1. Search for and select the service from the list.

2. After selecting the service, if the service has multiple prices, select the price from the _Price_ dropdown.

3. Add the quantity.

4. Optionally, add taxes.

5. Set the start date and end date.
    2. To create a new service, please follow these steps:

1. Click _+Create service_.

2. Enter the name of the new service.

3. Add the price, description, image, and billing period of the new service.

4. Optionally, add taxes.

5. Set the start date and end date.

5. Specify if you want to auto-charge or notify the client to pay manually.

1. If you select _Automatically Charge Payment Method,_ you must add a payment method for the client if there isn’t one on file yet. Automatic charges can be applied to both credit card and ACH payments.

2. If you select _Notify Client to Pay Manually_, the client will receive an email notification that notifies them about the invoice. If you select this option, you also have to set a due date.

6. Optionally add a memo.

7. Optionally add attachments.

8. In the _Advanced Settings_ section, you can:

1. Specify if you want to allow credit card payments and/or ACH payments.

2. Specify if you or your client pays for payment processing fees.

9. Once you've finished setting up the invoice, click _Create subscription._

2. [Using the Subscriptions page](/content/guide/subscriptions#using-the-subscriptions-page/index.html)
3. [Subscription templates](/content/guide/subscriptions#subscription-templates/index.html)
4. [Subscription statuses](/content/guide/subscriptions#subscription-statuses/index.html)
5. [Creating a new subscription](/content/guide/subscriptions#creating-a-new-subscription/index.html)
6. [Adding a Service to a Subscription](/content/guide/subscriptions#adding-a-service-to-a-subscription/index.html)